Not Sure You Can Trust Your Books?
Your QuickBooks may look fine at first glance—but unreconciled accounts, duplicate transactions, incorrect balances, and old entries can quietly create problems.
Melissa's FREE Bookkeeping Review is a simple first step to help identify potential issues and determine whether your books need attention.
Let’s find out where your books really stand.
What Will Melissa Look For?
Bank & Credit Card Reconciliations
Uncategorized & Duplicate Transactions
Uncategorized & Duplicate Transactions
Are your accounts reconciled, and do the balances in QuickBooks agree with your actual statements?
Uncategorized & Duplicate Transactions
Uncategorized & Duplicate Transactions
Uncategorized & Duplicate Transactions
Are there transactions that haven't been properly categorized or may have been entered more than once?
Balance Sheet Issues
Uncategorized & Duplicate Transactions
Balance Sheet Issues
Do you have unusual, outdated, or incorrect balances that may indicate bookkeeping problems?
Profit & Loss Review
Overall Bookkeeping Health
Balance Sheet Issues
How income and expenses are being categorized and whether your P&L appears to reflect what's actually happening in your business?
QuickBooks Organization
Overall Bookkeeping Health
Overall Bookkeeping Health
Are there obvious setup or organizational issues that could be affecting the accuracy and usefulness of your books?
Overall Bookkeeping Health
Overall Bookkeeping Health
Overall Bookkeeping Health
Identify areas that appear to need attention and help you understand what your next steps should be.
What Happens Next?
Melissa Reviews Your Books
You Decide What Happens Next
Melissa Reviews Your Books
A high-level look at the key areas of your QuickBooks file, including reconciliations, transactions, financial reports, and overall organization to identify anything that may need attention.
We Talk About What's Found
You Decide What Happens Next
Melissa Reviews Your Books
Explanation of what looks good, what may need attention, and what is recommend as your next steps — in plain English, not accounting jargon. You’ll have an opportunity to ask questions and better understand where your books really stand.
You Decide What Happens Next
You Decide What Happens Next
You Decide What Happens Next
If your books need cleanup or ongoing bookkeeping support, Melissa will explain how she can help and what your options are. There’s no obligation — the decision is completely yours.